Brian Post is a CFA® charterholder with 17 years of industry experience, currently serving as a Managing Director and Investment Adviser Representative at Robertson Stephens Wealth Management. His prior experience includes roles at RBC Capital Markets and Robertson Stephens Capital Markets. He serves as a volunteer director and tutor for The Learning Lab, a nonprofit organization promoting literacy for local children and adults. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, offering a range of services including portfolio management, financial planning, and access to public and private funds.

William Polenske is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Robertson Stephens. He has been with Robertson Stephens Wealth Management and Robertson Stephens Capital Markets since 2021. Prior to that, he worked at Wells Fargo Bank for several years. Polenske is also the sole proprietor of Highland Capital Insurance Company, specializing in fixed insurance and annuity sales. Robertson Stephens Wealth Management provides investment advisory services to individual clients, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 2024.